RIA Intel›Advisers›Oklahoma›COWAN FINANCIAL SERVICES, LLC

COWAN FINANCIAL SERVICES, LLC

Advisory

OK

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account
$242K
across 54 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

INTEGRATED PLANNING STRATEGIES, LLC
$12M
LOMBARD SMITH INVESTMENTS INC
OKLAHOMA CITY, OK
$12M
-74.5% 1Y
THE FOCUS GROUP ADVISORS, LLC
$14M
-98.7% 1Y
COLLECTIVE WEALTH, LLC
$12M
TRAC WEALTH MANAGEMENT, INC
NORMAN, OK
$15M
AVONDALE INVESTMENTS, LLC
OKLAHOMA CITY, OK
$11M
-86.2% 1Y

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